A detailed history of Berger Financial Group, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 1,003 shares of IWM stock, worth $202,435. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,003
Holding current value
$202,435
% of portfolio
0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
$189.48 - $210.3 $190,048 - $210,930
1,003 New
1,003 $210,000
Q2 2023

Aug 10, 2023

BUY
$170.4 - $187.93 $182,498 - $201,273
1,071 New
1,071 $200,000
Q4 2022

Jan 30, 2023

BUY
$170.53 - $188.05 $209,922 - $231,489
1,231 New
1,231 $214,000
Q2 2022

Aug 08, 2022

SELL
$163.9 - $207.91 $292,069 - $370,495
-1,782 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$191.52 - $225.32 $27,961 - $32,896
-146 Reduced 7.57%
1,782 $366,000
Q4 2021

Jan 26, 2022

BUY
$212.12 - $242.56 $181,998 - $208,116
858 Added 80.19%
1,928 $429,000
Q4 2020

Feb 02, 2021

BUY
$152.18 - $199.14 $162,832 - $213,079
1,070 New
1,070 $210,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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